Redtail CRM for Financial Advisors

The CRM More Advisory Firms Choose

Redtail CRM is the #1 financial advisor CRM by market share. Purpose-built for wealth management, it centralizes client records, automates key workflows, and integrates with the tools your team depends on. The result: every advisor working from the same client picture — and every book with room to grow.

Make Working Smarter a Snap

Fully Integrated

Connect everything you need with best-in-class industry integrations.

Customized Training

Gain expert knowledge about anything from onboarding to optimization.

Build Real Connections

The right CRM makes all the difference. Read our CRM guide now.

Work Smarter. Connect Better. Meet Redtail CRM.

Stay connected to clients, automate key workflows, and work more efficiently as a team — wherever you are.

Today Page & General Navigation Tips

• ​Adding Contacts
• ​The Contact Record
• ​Customization Options
• ​Notes & Activities
• ​Searching & Reporting
• ​Additional Features
• ​Support & Training

Market Recognition

Redtail CRM ranks #1 in Market Share for CRM in the 2026 T3 Advisor Software Survey.

Redtail Technology has a 4.3 out of 5 rating on G2, a leading software review platform.

"I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient."

— Christine M., Feb 25, 2025

Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm. You can easily manage your client and prospect relationships and complete your day-to-day operations through the industry’s #1 Market Share for CRM.

Unleash Your Growth

Start your free trial of Redtail CRM today and see for yourself why it’s the industry’s favorite CRM.

Frequently Asked Questions

What is Redtail CRM?

Redtail CRM is the #1 financial advisor CRM by market share, purpose-built for the wealth management industry. It centralizes client data, automates workflows, tracks tasks and activities, and integrates with the tools advisors use daily — from custodians to financial planning software. It’s used by independent advisors, RIAs, broker-dealers, and enterprise firms across the country.

Who is Redtail CRM built for?

Redtail is built for financial advisors, advisory teams, and operations staff who need a CRM designed for the complexity of wealth management — not a generic business CRM adapted for financial services. Whether you’re a solo practitioner or part of an enterprise firm, Redtail scales with your practice.

How does Redtail integrate with other tools in my tech stack?

Redtail integrates with a wide range of financial advisor tools — including custodians, portfolio management platforms, financial planning software, and more. Its integration library is one of the most extensive in the advisor technology space, letting you connect the systems your team already depends on.

Redtail CRM vs. Salesforce for financial advisors?

Salesforce is a general-purpose CRM platform serving many industries. Redtail was built specifically for financial advisors — with advisor-specific workflows, compliance-aware contact management, and native integrations with financial services tools out of the box. Firms running Salesforce for wealth management may also deploy industry-specific overlays or custom configuration to add advisor-tailored functionality.

Redtail CRM vs. Wealthbox?

Redtail holds the #1 position in advisor CRM market share per the 2026 T3 Advisor Software Survey, supports one of the most extensive integration libraries in the industry, and serves as the relationship layer inside Orion's fully connected advisor tech stack — spanning portfolio accounting, planning, trading, risk, and client portal. For firms already operating within the Orion ecosystem, or evaluating an integrated platform over point solutions, Redtail is the more natural fit.

What does Redtail CRM cost?

Redtail CRM is available via subscription, with pricing based on the number of users at your firm. It’s known for being one of the most cost-effective purpose-built advisor CRMs in the market. Contact us or start a free trial to get current pricing details.

How does Redtail CRM integrate with the rest of the Orion stack?

Redtail CRM is a core component of the Orion Advantage Stack — Orion’s integrated bundle of advisor technology tools. When combined with Orion’s portfolio accounting, trading, planning, risk, and portal capabilities, Redtail becomes the relationship layer that connects every part of the wealth management process.

How does a firm get started with Redtail CRM?

Getting started is straightforward. Redtail offers a free trial so you can explore the platform before committing. For firms migrating from another CRM, Redtail provides data import support and onboarding resources. Start a free trial or contact the team to begin.

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¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.